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Pioneer Trust Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pioneer Trust Bank’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,885
Closed -$488K – 69
2020
Q1 		$488K Buy
10,885
+555
+5% +$30.8K 0.23% 49
2019
Q4 		$643K Hold
10,330
– – 0.24% 50
2019
Q3 		$591K Sell
10,330
-3,300
-24% -$186K 0.24% 51
2019
Q2 		$782K Hold
13,630
– – 0.32% 49
2019
Q1 		$783K Hold
13,630
– – 0.34% 45
2018
Q4 		$706K Sell
13,630
-7,030
-34% -$394K 0.34% 46
2018
Q3 		$1.29M Hold
20,660
– – 0.56% 43
2018
Q2 		$1.3M Buy
20,660
+1,880
+10% +$123K 0.62% 42
2018
Q1 		$1.22M Buy
18,780
+3,350
+22% +$221K 0.62% 42
2017
Q4 		$995K Buy
15,430
+2,730
+21% +$172K 0.49% 43
2017
Q3 		$787K Hold
12,700
– – 0.41% 48
2017
Q2 		$735K Hold
12,700
– – 0.41% 46
2017
Q1 		$688K Hold
12,700
– – 0.39% 48
2016
Q4 		$633K Buy
12,700
+850
+7% +$42.9K 0.37% 47
2016
Q3 		$621K Buy
11,850
+210
+2% +$10.6K 0.38% 47
2016
Q2 		$562K Sell
11,640
-230
-2% -$11.6K 0.34% 50
2016
Q1 		$591K Hold
11,870
– – 0.37% 49
2015
Q4 		$593K Buy
11,870
+610
+5% +$30.5K 0.39% 47
2015
Q3 		$538K Hold
11,260
– – 0.37% 46
2015
Q2 		$574K Sell
11,260
-280
-2% -$14.6K 0.37% 47
2015
Q1 		$571K Sell
11,540
-210
-2% -$10.2K 0.37% 49
2014
Q4 		$549K Buy
11,750
+540
+5% +$25.5K 0.36% 48
2014
Q3 		$544K Buy
+11,210
New +$573K 0.37% 46

Other funds holding SCZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pioneer Trust Bank's SCZ Position: Q2 2020 in Review

Pioneer Trust Bank sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2020, closing a stake of 10,885 shares — an estimated $488K sold.

Pioneer Trust Bank first reported a position in SCZ in Q3 2014 and held it in 23 quarters. The position peaked at $1.3M in Q2 2018. 502 funds tracked by Wall St. Rank hold SCZ as of Q2 2020.

  • Pioneer Trust Bank reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Pioneer Trust Bank sold 10,885 iShares MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $488K.
  • Pioneer Trust Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and held it in 23 quarters.
  • Pioneer Trust Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $1.3M in Q2 2018.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Pioneer Trust Bank's 13F filing for Q2 2020, filed 23 Jul 2020.